Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 65.12 163,942
3 Year Return 13.66 146,155
5 Year Return 13.58 185,933
10 Year Return 15.54 431,132
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 71.78 171,113
3 Year Return 14.01 148,117
5 Year Return 15.14 199,409
10 Year Return 18.21 538,785
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 108.86 207,053
3 Year Return 21.67 179,677
5 Year Return 22.69 273,469
10 Year Return 22.98 811,438
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.89 154,625
3 Year Return 15.24 152,339
5 Year Return 14.33 193,384
10 Year Return 15.25 417,331
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.22 138,205
3 Year Return 10.37 134,466
5 Year Return 11.24 168,145
10 Year Return 13.75 367,812

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 65.12 163,942
3 Year Return 13.66 146,155
5 Year Return 13.58 185,933
10 Year Return 15.54 431,132
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 63.54 163,338
3 Year Return 16.77 158,331
5 Year Return 15.9 205,523
10 Year Return 15.46 428,923
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 56.77 156,192
3 Year Return 11.1 136,773
5 Year Return 13.53 184,949
10 Year Return 13.96 377,378
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.66 152,147
3 Year Return 13.81 147,141
5 Year Return 12.9 180,493
10 Year Return 15.38 425,962
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.13 137,886
3 Year Return 13.82 146,982
5 Year Return 13.29 184,621
10 Year Return 14.81 402,792

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.46 152,129
3 Year Return 12.52 141,953
5 Year Return 12.54 177,974
10 Year Return 14.24 385,893
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 52.66 152,147
3 Year Return 13.81 147,141
5 Year Return 12.9 180,493
10 Year Return 15.38 425,962
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.89 154,625
3 Year Return 15.24 152,339
5 Year Return 14.33 193,384
10 Year Return 15.25 417,331
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.22 138,205
3 Year Return 10.37 134,466
5 Year Return 11.24 168,145
10 Year Return 13.75 367,812
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.07 126,953
3 Year Return 8.29 126,880
5 Year Return 8.09 146,692
10 Year Return - -

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.89 154,625
3 Year Return 15.24 152,339
5 Year Return 14.33 193,384
10 Year Return 15.25 417,331
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.13 137,886
3 Year Return 13.82 146,982
5 Year Return 13.29 184,621
10 Year Return 14.81 402,792
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.9 140,807
3 Year Return 11.28 137,622
5 Year Return 9.66 156,875
10 Year Return 13.32 354,002
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.08 128,086
3 Year Return 9.51 131,086
5 Year Return 9.65 157,416
10 Year Return 9.66 252,175
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.07 126,953
3 Year Return 8.29 126,880
5 Year Return 8.09 146,692
10 Year Return - -

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.33 105,306
3 Year Return 9.19 130,106
5 Year Return 8.37 149,354
10 Year Return 10.03 259,784
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.56 101,533
3 Year Return 1.7 105,163
5 Year Return 3.7 119,861
10 Year Return 6.92 195,226
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.86 106,830
3 Year Return 7.98 125,814
5 Year Return 7.86 145,849
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.12 122,975
3 Year Return 7.52 124,154
5 Year Return 7.78 144,632
10 Year Return 10.3 267,300
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.36 113,238
3 Year Return 9.43 130,894
5 Year Return 9.27 155,294
10 Year Return 10.34 268,377
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.08 128,086
3 Year Return 9.51 131,086
5 Year Return 9.65 157,416
10 Year Return 9.66 252,175